S&P Global Inc.
SPGI- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000064040
No open-market purchases or sales by S&P Global Inc. insiders were filed in the last 90 days; 2,076 institutions reported holding it in 13F filings for Q2 2026, worth $105.7B in total; 9 superinvestors hold it, including TCI Fund Management and Pershing Square.
13F holders, Q2 2021
Institutional positions in S&P Global Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,358
- +74 vs. Q1 2021
- Shares held
- 224.1M
- +9.52M (+4.4%) vs. Q1 2021
- Total value
- $92.0B
- +$16.2B (+21.4%) vs. Q1 2021
- New holders
- 142
- 544 more added
- Sold out
- 68
- 417 more reduced
16 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,076 | $105.7B |
| Q1 2026 | 2,127 | $108.7B |
| Q4 2025 | 2,204 | $137.4B |
| Q3 2025 | 2,059 | $126.8B |
| Q2 2025 | 2,068 | $140.5B |
| Q1 2025 | 2,082 | $135.4B |
| Q4 2024 | 2,046 | $134.2B |
| Q3 2024 | 1,937 | $140.2B |
| Q2 2024 | 1,843 | $121.4B |
| Q1 2024 | 1,836 | $115.2B |
| Q4 2023 | 1,774 | $121.3B |
| Q3 2023 | 1,625 | $100.4B |
| Q2 2023 | 1,622 | $111.1B |
| Q1 2023 | 1,598 | $95.3B |
| Q4 2022 | 1,571 | $93.8B |
| Q3 2022 | 1,501 | $87.7B |
| Q2 2022 | 1,559 | $99.6B |
| Q1 2022 | 1,650 | $127.4B |
| Q4 2021 | 1,541 | $107.5B |
| Q3 2021 | 1,417 | $95.7B |
| Q2 2021 | 1,358 | $92.0B |
| Q1 2021 | 1,300 | $76.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aurora Private Wealth, Inc. | 500 | $205.0K | 0.08% | +500 | New |
| Aaron Wealth Advisors | 501 | $205.0K | 0.07% | +501 | New |
| Ipswich Investment Management Co., Inc. | 495 | $203.0K | 0.05% | +495 | New |
| Wealthquest Corp | 496 | $203.0K | 0.03% | +496 | New |
| Assenagon Asset Management S.A. | 491 | $202.0K | 0.00% | +491 | New |
| UMA Financial Services, Inc. | 478 | $200.0K | 0.06% | +478 | New |
| Lindbrook Capital, LLC | 480 | $197.0K | 0.04% | +5+1.1% | Added |
| Systematic Alpha Investments, LLC | 452 | $196.0K | 0.01% | +64+16.5% | Added |
| Hendershot Investments Inc. | 470 | $193.0K | 0.04% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 466 | $191.0K | 0.07% | +466 | New |
| Geneos Wealth Management Inc. | 452 | $187.0K | 0.01% | −417−48.0% | Reduced |
| Blue Chip Partners, Inc. | 453 | $186.0K | 0.03% | −17−3.6% | Reduced |
| City Holding Co | 440 | $181.0K | 0.03% | +158+56.0% | Added |
| Prestige Wealth Management Group LLC | 434 | $178.0K | 0.05% | +13+3.1% | Added |
| NEXT Financial Group, Inc | 425 | $175.0K | 0.01% | +283+199.3% | Added |
| Deseret Mutual Benefit Administrators | 394 | $162.0K | 0.04% | +394 | New |
| Altshuler Shaham Ltd | 376 | $155.0K | 0.00% | +376 | New |
| Barrett Asset Management, LLC | 375 | $154.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 373 | $153.0K | 0.10% | +76+25.6% | Added |
| Lloyd Advisory Services, LLC. | 367 | $151.0K | 0.08% | +114+45.1% | Added |
| Private Capital Group, LLC | 366 | $150.0K | 0.03% | +13+3.7% | Added |
| Emerald Mutual Fund Advisers Trust | 364 | $149.0K | 0.00% | +364 | New |
| Point72 Hong Kong Ltd | 333 | $137.0K | 0.01% | +333 | New |
| Country Trust Bank | 318 | $131.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 316 | $129.0K | 0.01% | −76−19.4% | Reduced |
| Key Financial Inc | 296 | $127.0K | 0.07% | +57+23.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 310 | $127.0K | 0.05% | +310 | New |
| CVA Family Office, LLC | 306 | $126.0K | 0.04% | +91+42.3% | Added |
| TCI Wealth Advisors, Inc. | 271 | $111.0K | 0.02% | −1−0.4% | Reduced |
| Versant Capital Management, Inc | 269 | $110.0K | 0.04% | 00.0% | Unchanged |
| GVO Asset Management Ltd | 260 | $107.0K | 0.09% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 256 | $105.0K | 0.05% | +122+91.0% | Added |
| Webster Bank, N. A. | 250 | $103.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $103.0K | 0.04% | +250 | New |
| West Paces Advisors Inc. | 234 | $96.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 233 | $96.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 232 | $95.0K | 0.19% | +4+1.8% | Added |
| Solstein Capital, LLC | 226 | $93.0K | 0.11% | +150+197.4% | Added |
| Leelyn Smith, LLC | 207 | $85.0K | 0.03% | −30−12.7% | Reduced |
| HHM Wealth Advisors, LLC | 207 | $85.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 207 | $85.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 203 | $83.0K | 0.04% | +49+31.8% | Added |
| Caldwell Trust Co | 200 | $82.1K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $82.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $82.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 201 | $82.0K | 0.01% | +43+27.2% | Added |
| Focused Wealth Management, Inc | 200 | $82.0K | 0.01% | +200 | New |
| Enterprise Financial Services Corp | 191 | $79.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 187 | $77.0K | 0.00% | −171−47.8% | Reduced |
| Zions Bancorporation, N.A. | 187 | $77.0K | 0.01% | +2+1.1% | Added |
| Sandy Spring Bank | 184 | $75.0K | 0.00% | +116+170.6% | Added |
| C M Bidwell & Associates Ltd | 175 | $72.0K | 0.05% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 174 | $71.0K | 0.00% | +32+22.5% | Added |
| Carmichael Hill & Associates, Inc. | 167 | $69.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 167 | $69.0K | 0.01% | +15+9.9% | Added |
| Reilly Financial Advisors, LLC | 164 | $67.0K | 0.01% | +1+0.6% | Added |
| Freedman Financial Associates, Inc. | 163 | $67.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 160 | $66.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 150 | $62.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $62.0K | 0.01% | +150 | New |
| Walled Lake Planning & Wealth Management, LLC | 149 | $61.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 141 | $58.0K | 0.01% | −173−55.1% | Reduced |
| Gemmer Asset Management LLC | 131 | $54.0K | 0.01% | +4+3.1% | Added |
| Capitolis Advisors LLC | 128 | $53.0K | 0.00% | −930−87.9% | Reduced |
| Earnest Partners LLC | 127 | $52.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 127 | $52.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 122 | $50.0K | 0.02% | +4+3.4% | Added |
| Arkadios Wealth Advisors | 122 | $50.0K | 0.01% | +61+100.0% | Added |
| Capital Directions Investment Advisors, LLC | 115 | $47.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 114 | $47.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 108 | $44.3K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 104 | $43.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $41.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 101 | $41.0K | 0.00% | +101 | New |
| GPS Wealth Strategies Group, LLC | 95 | $39.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 89 | $37.0K | 0.01% | −21−19.1% | Reduced |
| Concord Wealth Partners | 85 | $35.0K | 0.01% | −141−62.4% | Reduced |
| SOA Wealth Advisors, LLC. | 85 | $34.0K | 0.01% | +19+28.8% | Added |
| South State Corp. | 80 | $33.0K | 0.00% | −9−10.1% | Reduced |
| West Branch Capital LLC | 80 | $33.0K | 0.02% | +80 | New |
| Patriot Financial Group Insurance Agency, LLC | 78 | $32.0K | 0.01% | +5+6.8% | Added |
| American Research & Management Co. | 75 | $31.0K | 0.01% | −15−16.7% | Reduced |
| Creative Financial Designs Inc | 74 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 70 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 70 | $29.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 70 | $29.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 68 | $27.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 66 | $27.0K | 0.00% | +16+32.0% | Added |
| BDO Wealth Advisors, LLC | 65 | $27.0K | 0.00% | +18+38.3% | Added |
| PrairieView Partners, LLC | 63 | $26.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 63 | $26.0K | 0.00% | +1+1.6% | Added |
| Tacita Capital Inc | 63 | $26.0K | 0.02% | 00.0% | Unchanged |
| Hexavest Inc. | 62 | $25.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 61 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 58 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 56 | $23.0K | 0.00% | −69−55.2% | Reduced |
| Cranbrook Wealth Management, LLC | 56 | $23.0K | 0.01% | −7−11.1% | Reduced |
| Pin Oak Investment Advisors Inc | 57 | $23.0K | 0.02% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 55 | $23.0K | 0.02% | +2+3.8% | Added |
| Exchange Traded Concepts, LLC | 56 | $23.0K | 0.00% | +56 | New |